From the June 2007 issue of Investment Advisor • Subscribe!

Total Wealth Management Is...

"At the core of what we do is helping our clients understand the concept of critical financial events," says Charles Massimo in describing what he means when he says CJM Fiscal Management provides 'total wealth management.'

"Critical financial events are everything and anything that pertains to their finances, both now and in the future. We're helping our clients plan for all these critical financial events that might occur so they're well protected. So if something pops up like a long-term care need, it's not that they're surprised by it and then sidetracked from their ultimate financial goal, whatever that goal might be.

"We want to have already planned for these possible events that might occur in their life. Our clients have many different goals, but that's how we look at total wealth management."

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